ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,014 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.24 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,686 | +1.3% | 2,740 | -7.5% | 0.08% | -23.6% |
| Q4 2020 | $201,000 | -17.6% | 2,963 | -34.5% | 0.11% | -48.4% |
| Q1 2020 | $244,000 | -58.4% | 4,523 | -47.9% | 0.21% | -49.8% |
| Q4 2019 | $586,000 | +6.0% | 8,686 | +0.3% | 0.42% | -8.0% |
| Q3 2019 | $553,000 | -0.2% | 8,664 | -1.2% | 0.46% | -1.5% |
| Q2 2019 | $554,000 | +17.9% | 8,770 | +9.7% | 0.47% | +2.2% |
| Q1 2019 | $470,000 | +24.0% | 7,993 | +10.5% | 0.46% | +15.1% |
| Q4 2018 | $379,000 | +14.2% | 7,232 | +19.1% | 0.40% | +28.8% |
| Q3 2018 | $332,000 | – | 6,070 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Advisors, LLC | 959,675 | $77,638,000 | 23.66% |
| Wealth Advisors of Iowa, LLC | 476,499 | $38,549,000 | 21.08% |
| Halpern Financial, Inc. | 604,591 | $48,911,382 | 20.93% |
| Personal Wealth Partners | 560,612 | $45,354,000 | 18.72% |
| Cassia Capital Partners, LLC | 324,120 | $26,221,000 | 17.61% |
| Legacy Financial Advisors, Inc. | 903,009 | $73,053,000 | 16.76% |
| Tillar-Wenstrup Advisors, LLC | 404,653 | $32,736,000 | 15.42% |
| Syverson Strege & Co | 228,693 | $18,501,000 | 13.71% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 242,184 | $19,593,000 | 13.71% |
| AGILIS PARTNERS LLC | 320,613 | $25,938,000 | 12.98% |